Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.04%
3.40%
6 Months
0.68%
21.77%
1 Year
4.83%
16.05%
3 Years
11.13%
23.24%
5 Years
9.90%
—
Since Inception
12.28%
24.82%
Fund Age
15 yrs 2 mo
3 yrs 1 mo
AUM
₹29.37 Cr
₹415.03 Cr
Alpha – 1 Year
0.11%
11.33%
Alpha – 3 Years
−0.96%
11.15%
Information Ratio – 3 Years
-0.05
0.72
Volatility – 1 Year
19.36%
25.50%
Volatility – 3 Years
17.04%
24.35%
Beta – 1 Year
1.09
1.34
Beta – 3 Years
1.00
1.27
Sharpe Ratio – 1 Year
0.06
0.50
Sharpe Ratio – 3 Years
0.43
0.77
Worst Rolling Year
-9.48%
23.24%
Value at Worst Rolling Year
₹0.91 Cr
₹1.23 Cr
Deepest Drawdown
−20.50%
−25.33%
Recovery Period
315 days
104 days
1-Year Rolling Windows Positive
93.37%
100.00%
Median Rolling Year
15.70%
24.73%
5-Year Rolling Windows Positive
98.37%
—
Market-Cap Mix
L 58% · M 7% · S 23%
M 2% · S 95%
Number of Stocks
23
—
Portfolio P/E
35.03
—
Top 5 Holdings
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –